Envestnet Data Solutions

Envestnet Data Solutions enables enterprise home offices, asset managers, and RIAs to connect their data, analyze its value, and act upon its insights to help drive smarter investment decisions, enhance client outcomes, and drive growth.

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Connect

Envestnet harnesses a diverse range of data aggregation sources, from institutional to consumer-permissioned data. This data is enriched through a rigorous validation and reconciliation process, securely stored with governed access, and optimized to support scalable data volumes, advanced tools, applications, and innovative services.

Analyze

Business intelligence and decision intelligence are no longer nice-to-haves. By leveraging predictive analytics, machine learning, and AI-powered insights, these intelligence tools unlock the full value of data—helping to boost productivity and performance while empowering the delivery of personalized client services.

Act

We empower our customers to take meaningful action, leveraging data-driven insights, to help make informed decisions and drive impactful outcomes.​ Our tools integrate the power of data solutions into seamless experiences across our comprehensive wealth ecosystem, while also providing APIs that fuel third-party and custom-built solutions.

Envestnet Insights Engine leverages 159M unique insights across 100+ categories, including wealth, held-away assets, financial planning, tax management, non-managed, and predictive.*

*Source: *Envestnet Insights Engine data from 04/01/2020 to 06/30/2024 reflecting both Envestnet Wealth and RIA customers generating 159M insights rep
DATA SHEET
Tax Overlay in Envestnet Insights Engine
Learn more about how Insights Engine can Help your customers better manage taxes on gains and losses with analytics and next-best actions.
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CUSTOMER TESTIMONIAL
Data to Decisions: AI’s Power in Financial Advising
In the fast-paced world of financial advising, staying ahead of the curve means leveraging the latest technologies to make smarter, more informed decisions.
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Q&A
Optimizing wealth management with data
Hear from Envestnet's Jeremi Karnell on how data and analytics can improve wealth management, addressing four common challenges clients face and ways to overcome them.
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Schedule a 15-minute discovery call with us.

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During this call we’ll cover:

  • How to gain a better understanding of your business
  • Outline your goals and objectives
  • Identify next steps to explore potential solutions

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    Recognized in 6th annual AI Breakthrough Awards.

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    Optimizing capital gains tax strategies with decision intelligence

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Envestnet representatives do not render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.

Potential transactions identified by the Insights Engine are for informational purposes only and are not to be construed as an instruction to take any specific action. Envestnet, Inc. and its subsidiaries and affiliates are not responsible for any decisions or recommendations you may provide to your clients.